Welcome to Zoho Invoice!

Zoho Invoice is an easy to use invoicing platform where you can send invoices to your customers and collect payments. We’ve focussed on keeping things simple yet packed with everything you would need to stay focussed on growing your business. We give you carefully designed invoices, remind you to collect payments, track the time you spend on projects and help you keep a record of expenses. You don’t have to worry about crunching numbers to figure your sales is doing, we do it for you. Let’s get started and see how you can make the most of Zoho Invoice, shall we?

Before You Get Started

There are a few things that you need before you get started with Zoho Invoice. If you’re reading this, you probably have it all. Anyway, you would need:

Recent History - View and go to the recently visited transactions or contacts.

Navigation in a Module

We’ve designed the module home page to make it very easy for you to create transactions, filter them, navigate to module settings and perform other functions.

Page Filters - Enables you to filter the list in the module based on a certain criteria, even based on your own criteria.

Creation Button - Helps you to create a transaction or contact or item depending on the module you’re in.

Hamburger Icon - Contains the options to sort the module based on created time, last modified time, date, invoice number etc., and options to import and export the data of the respective module. It also contains the option to go to the preferences and a link to the frequently asked questions of the respective module.

Action Buttons - Allows you to perform various actions on a transaction in the respective module.

Collapse Button - Allows you to collapse the sidebar providing more space to navigate within modules.

With this introduction, you’re ready to hop into each module and understand them in depth. Let’s go!